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Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.

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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
Search Online Courses for IAR and CFP Continuing Education
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Mortgages, FICO Score

NID2907
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This session featured credit expert Tiffany Cross and mortgage strategist John Thompson, who provided financial advisors with practical guidance on mortgage planning and credit score optimization. Attendees learned how to help clients improve credit scores, manage mortgage debt throughout life stages, and strategically use home equity in retirement.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Estate Planning

NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Click link below to download power point presentation related to webinar

NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Click link below to download power point presentation related to webinar

NID2886
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Click link below to download power point presentation related to webinar

NID2886
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Click link below to download power point presentation related to webinar

NID2851
Estate Planning Masterclass Session #1: Intro to Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

NID2851
Estate Planning Masterclass Session #1: Intro to Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

Ethics and Regulations

NID2703
Ethics CE: CFP Board’s Revised Code of Standards - Revised 2024
Speaker Name: Thomas Duffy
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Click link below to download power point presentation related to webinar. 

NID2703
Ethics CE: CFP Board’s Revised Code of Standards - Revised 2024
Speaker Name: Thomas Duffy
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Click link below to download a supplement related to webinar. 

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